Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Market & Forensics Analyst

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

<ul>
<li>Sheikh Hasina resigned, leading to chaos in Bangladesh and the formation of an interim government in Bangladesh.</li>
<li>Political instability could disrupt India-Bangladesh trade, delay the FTA, and intensify regional strategic concerns, including China's growing influence.</li>
<li>Indian companies will also be impacted by this geopolitical issue, as India exports 35% of its cotton to Bangladesh and imports ready-made garments from the same country.</li>
</ul>


Sheikh Hasina resigned, leading to chaos in Bangladesh and the formation of an interim government in Bangladesh.
Political instability could disrupt India-Bangladesh trade, delay the FTA, and intensify regional strategic concerns, including China's growing influence.
Indian companies will also be impacted by this geopolitical issue, as India exports 35% of its cotton to Bangladesh and imports ready-made garments from the same country.


The Bangladesh Crisis: What Does It Mean for India?

Pan-Asia Index Rebalances/ Events/ Delta One, Periscope Analytics

Brian Freitas

Pan-Asia Index Rebalances/ Events/ Delta One

Periscope Analytics

Periscope Analytics focuses on event-driven trades across Asia Pacific and provides comprehensive, timely and systematic coverage of index changes to major Asia Pacific indices in a structured manner.

The analysis includes forecasted inclusions and exclusions to all major Asian indices that have significant amount of tracking assets, including estimates of passive buy/sell flow on the stocks. The service also provides commentary and impact of market consultations, ground rule changes, and other events (IPOs, spin-offs, M&A) that could lead to index changes and passive flow.

Periscope Analytics works with multi-strategy hedge funds, proprietary trading firms, stat arb trading groups and long-only investors that invest and trade in the Asia Pacific region with the data being used to trade index rebalances, avoid pre-positioning and passive flow, and to time entry into and exit from stocks.

Event-Driven Trades Across Asia Pacific

Event-Driven

<ul>
<li>Companies in India have disclosed their shareholding pattern as of end-June in July. There are companies with significant float changes from end-December and/or end-March.</li>
<li>The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in action from passive trackers.</li>
<li>Depending on the date that the shareholding was published, there could be 12 stocks with passive inflows from global trackers while 5 could see passive outflows in August.</li>
</ul>


Companies in India have disclosed their shareholding pattern as of end-June in July. There are companies with significant float changes from end-December and/or end-March.
The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in action from passive trackers.
Depending on the date that the shareholding was published, there could be 12 stocks with passive inflows from global trackers while 5 could see passive outflows in August.


India: Potential Free Float Changes & Passive Flows in August

India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

<ul>
<li>Reliance Retail Ventures will launch Shein in India, four years after its ban</li>
<li>Indian Railways plans 10,000 non-AC coaches by 2025-26 to alleviate overcrowding issues</li>
<li>The coal sector achieved a notable 10.2% growth in May, leading key infrastructure industries</li>
</ul>


Reliance Retail Ventures will launch Shein in India, four years after its ban
Indian Railways plans 10,000 non-AC coaches by 2025-26 to alleviate overcrowding issues
The coal sector achieved a notable 10.2% growth in May, leading key infrastructure industries


#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

<ul>
<li>Hyundai Motor India files for India's largest IPO, faces supply chain risks</li>
<li>Vedanta's growth initiatives aim to boost EBITDA to $10 billion</li>
<li>HFCL, India's only firm exempt from European optical fiber anti-dumping duties</li>
</ul>


Hyundai Motor India files for India's largest IPO, faces supply chain risks
Vedanta's growth initiatives aim to boost EBITDA to $10 billion
HFCL, India's only firm exempt from European optical fiber anti-dumping duties


#16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption

<ul>
<li>Adani Group readying its war-chest with the fund raise as it recovered from Hindenburg Saga</li>
<li>Reliance entering into logistics infrastructure sector with its logistics park in Chennai</li>
<li>NTPC soon to launch its renewables arm IPO of 10,000 crore after elections</li>
</ul>


Adani Group readying its war-chest with the fund raise as it recovered from Hindenburg Saga
Reliance entering into logistics infrastructure sector with its logistics park in Chennai
NTPC soon to launch its renewables arm IPO of 10,000 crore after elections


#2 India Insights: Adani on Fundraising Spree, RIL Betting on Logistics, NTPC Green IPO Soon

India

Life Insurance Corporation of India operates as an insurance company. The Company provides life, pension, health, and micro insurance products and services. Life Insurance serves customers in India.

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Life Insurance of India (LICI IN)

The Bangladesh Crisis: What Does It Mean for India?

Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...

Nimish Maheshwari

India: Potential Free Float Changes & Passive Flows in August

Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 4...

Brian Freitas

#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Sudarshan Bhandari

#16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption

Hyundai Motor India files for largest IPO in India, Vedanta aims to boost EBITDA to $10 billion, HFCL exempt from European optical fiber anti...

Sudarshan Bhandari

#2 India Insights: Adani on Fundraising Spree, RIL Betting on Logistics, NTPC Green IPO Soon

Adani Group rebounds from Hindenburg Saga, Reliance ventures into logistics, NTPC to launch renewables IPO post-elections.

Sudarshan Bhandari

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Bangladesh Crisis: What Does It Mean for India?

​Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...

Nimish Maheshwari

India: Potential Free Float Changes & Passive Flows in August

Changes to shareholding patterns could lead to changes in float for some stocks in local/global indices. Passive trackers will need to trade over 4...

Brian Freitas

#25 India Insight: LIC Stake in IDFC, INOX Wind Soars 13%, Reliance Retail to Launch Shein IPO

​Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Sudarshan Bhandari

#16 India Insight: Hyundai IPO, Vedanta Growth, HFCL Exemption

​Hyundai Motor India files for largest IPO in India, Vedanta aims to boost EBITDA to $10 billion, HFCL exempt from European optical fiber anti...

Sudarshan Bhandari

#2 India Insights: Adani on Fundraising Spree, RIL Betting on Logistics, NTPC Green IPO Soon

​Adani Group rebounds from Hindenburg Saga, Reliance ventures into logistics, NTPC to launch renewables IPO post-elections.

Sudarshan Bhandari

Sheikh Hasina's resignation in Bangladesh sparks geo-political chaos, uncertainty over FTA Discussion. Some Indian Companies impacted by these...

Reliance Retail Ventures to bring back Shein in India, Indian Railways to add 10,000 non-AC coaches, coal sector sees 10.2% growth in May.

Hyundai Motor India files for largest IPO in India, Vedanta aims to boost EBITDA to $10 billion, HFCL exempt from European optical fiber anti...

Adani Group rebounds from Hindenburg Saga, Reliance ventures into logistics, NTPC to launch renewables IPO post-elections.